Your financial planning needs are unique. So is our expert team of 3 financial advisors, led by Kathleen A. Grace, CFP®, CIMA® and Tabitha LeTourneau, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
980 North Federal Highway Suite 400
Boca Raton, FL 33432
Driving directions >
Telephone:
561-353-4440
M - F: 8am - 5pm
Sat: 8am - 2pm
Sun: Closed
We are located in the Professional Bank building on the 4th floor.
Tell us about yourself at no cost or obligation.
By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.
To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.
